HTML Widgets; New Individual Client; Defaulting of Client Type and Client Group field improved where Organisation values are set as defaults in User Preferences

Previously, if a User had a non-Individual Client Type configured in User Preferences the New Individual Client HTML Widget would incorrectly pre-populate this into the Client Type field of the New Individual Client HTML Widget. Whilst the validation caught this and prevented the Client from being added, this was only validated on the last page of the wizard as the Client Type field was hidden behind the Advanced button (depending on HTML Widget configuration).

This behaviour has been improved, and now if a non-Individual Client Type is defaulted then it is assumed to be blank. This forces the Client Type field to be displayed on the first page of the wizard.

A similar change has been made to the Client Group field. If the default Client Group in User Preferences was configured to be hidden in the New Client wizard, the same behaviour would occur as the Client Type. If the Client Group is configured to be hidden, the Client Group field will be blank and be forced to be entered.

The following HTML Widget has been updated:

• HtmlWidget_ClientNew_Individual
• Version: 1.17 (20/09/2022)